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Case Study: Improving agent experience in commercial insurance

Introduction: Typically when a carrier wants to improve the agents’ experience, the automatic go-to response is to reduce the number of submission questions or pre-fill the submission forms. However, just reducing the data input does not necessarily improve the agents’ experience. In this case study, we will discuss how a leading commercial carrier took a …

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Case Study

Case Study: Prefilled Workers’ Comp Submissions

For more than 50 years, a leading small- and medium-business (SMB) workers’ compensation carrier had successfully grown across multiple states. But as the team looked to continue this upward trajectory, they recognized that some basic elements of their process – including a long, complicated submission form and a manual validation system – were increasingly becoming …

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